Sterling Investment Advisors (Pennsylvania)’s Vanguard Extended Market ETF VXF Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Hold	1,000	–	–	0.04%	202
2026 Q1	$206K	Hold	1,000	–	–	0.04%	203
2025 Q4	$209K	Hold	1,000	–	–	0.04%	199
2025 Q3	$209K	Buy	+1,000	New	+$202K	0.04%	187
2022 Q3	–	Sell	-1,000	Closed	-$131K	–	517
2022 Q2	$131K	Hold	1,000	–	–	0.05%	159
2022 Q1	$166K	Hold	1,000	–	–	0.05%	154
2021 Q4	$183K	Hold	1,000	–	–	0.05%	152
2021 Q3	$182K	Hold	1,000	–	–	0.05%	150
2021 Q2	$189K	Hold	1,000	–	–	0.06%	151
2021 Q1	$177K	Hold	1,000	–	–	0.06%	145
2020 Q4	$165K	Hold	1,000	–	–	0.06%	144
2020 Q3	$130K	Sell	1,000 -450	-31%	-$57.3K	0.05%	146
2020 Q2	$171K	Hold	1,450	–	–	0.07%	131
2020 Q1	$131K	Hold	1,450	–	–	0.07%	130
2019 Q4	$182K	Hold	1,450	–	–	0.08%	120
2019 Q3	$169K	Hold	1,450	–	–	0.09%	122
2019 Q2	$172K	Hold	1,450	–	–	0.09%	125
2019 Q1	$167K	Hold	1,450	–	–	0.09%	125
2018 Q4	$144K	Hold	1,450	–	–	0.08%	123
2018 Q3	$178K	Sell	1,450 -400	-22%	-$48.9K	0.09%	119
2018 Q2	$217K	Hold	1,850	–	–	0.13%	108
2018 Q1	$206K	Hold	1,850	–	–	0.13%	106
2017 Q4	$207K	Hold	1,850	–	–	0.13%	105
2017 Q3	$198K	Hold	1,850	–	–	0.13%	105
2017 Q2	$189K	Hold	1,850	–	–	0.13%	105
2017 Q1	$185K	Buy	+1,850	New	+$183K	0.13%	102

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VXF Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,000 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #202.

Sterling Investment Advisors (Pennsylvania) first reported a position in VXF in Q1 2017 and has held it in 26 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 1,000 shares of Vanguard Extended Market ETF worth $246K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #202 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Extended Market ETF in Q1 2017 and has held it in 26 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.